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Lifelong Wealth Advisors, Inc.: QUAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lifelong Wealth Advisors, Inc. on QUAL, newest first. How the timeline and the estimate are built.

Lifelong Wealth Advisors, Inc. held 8,464 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,464 shares
    Change vs previous 13F -18,804 shares

    0.44% of the 13F portfolio, value $1,857,256.

    13F-HR 0001725547-26-000233 filed by Lifelong Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,268 shares
    Change vs previous 13F +1,443 shares

    1.4% of the 13F portfolio, value $5,230,365.

    13F-HR 0001725547-26-000133 filed by Lifelong Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,825 shares
    Change vs previous 13F -21,085 shares

    1.36% of the 13F portfolio, value $5,129,446.

    13F-HR 0001725547-26-000009 filed by Lifelong Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 46,910 shares
    Change vs previous 13F +4,202 shares

    2.72% of the 13F portfolio, value $9,124,066.

    13F-HR 0001725547-25-004186 filed by Lifelong Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 42,708 shares
    Change vs previous 13F +4,597 shares

    2.59% of the 13F portfolio, value $7,807,925.

    13F-HR 0001725547-25-003381 filed by Lifelong Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 38,111 shares
    Change vs previous 13F +3,212 shares

    3.05% of the 13F portfolio, value $6,512,820.

    13F-HR 0001725547-25-001450 filed by Lifelong Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,899 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $6,214,833.

    13F-HR 0001221073-25-000033 filed by Lifelong Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).